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HEALTHCARE: Amgen (AMGN: Baa1/BBB+ neg/BBB): Today's Drop

HEALTHCARE
USBulletCredit BulletsNorth America
  • Equity down 11% currently
  • Amgen's results for MariTide weight loss drug showed a 20% weight-loss over 52 weeks - in line but not better than Zepbound
  • Important to note, there was a ~11% drop out rate in the trial which would likely be much higher in real world situations. This would limit its marketability.
  • Amgen gets 13% of its revenue from Prolia and 6.7% from Xgeva.
  • Both of these drugs lose patent protection starting in 1Q25 and rolling across US and EU jurisdictions over '25/'26.
  • Sandoz has 2 generics ready to launch
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  • Equity down 11% currently
  • Amgen's results for MariTide weight loss drug showed a 20% weight-loss over 52 weeks - in line but not better than Zepbound
  • Important to note, there was a ~11% drop out rate in the trial which would likely be much higher in real world situations. This would limit its marketability.
  • Amgen gets 13% of its revenue from Prolia and 6.7% from Xgeva.
  • Both of these drugs lose patent protection starting in 1Q25 and rolling across US and EU jurisdictions over '25/'26.
  • Sandoz has 2 generics ready to launch